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Biotech / Medical : Biogen -- Ignore unavailable to you. Want to Upgrade?

To: Vector1 who wrote (1041)	6/13/1999 1:40:00 AM
From: Walkingshadow	Respond to of 1686

Vector-- Definitely food for thought. I would agree that timing is another important factor, as is the size of the potential market. AMGN seems to have ignored some huge markets (cardiovascular disease, for example---there's no bigger market in medicine) in favor of developing products that are, while unique, rather specialized and whose markets are comparatively small. But uniqueness counts too; if nobody else has anything like your product at all, AND your product effectively addresses a need, it gives you powerful pricing ability. But, all else being equal, a company with more products coming to market will likely do better than a one-trick pony. BTW, AMGN is a 3-trick pony: besides Epogen and Neupogen, they also sell Infergen (used to treat hepatitis C). Walkingshadow